Some background on my organization:
I am a financial advisor. I work in an office of a regional firm with two FA teams and one solo practitioner. In total there are 3 admins and a receptionist that function as our support staff. Our branch manager leads one team and is responsible for our office. Our office structure is very loose. There is minimal top down communication. We do not have regular branch meetings and when we do they are largely a waste of time. I like our manager on one level because he leaves me alone, but it makes the office environment challenging.
I am on a team with one partner, two admins and an associate advisor. My partner and I generally discuss the decisions that affect our practice and make decisions together. We hold weekly team meetings and I have a weekly one on one with our junior advisor. My partner and I do quarterly reviews for both admins and the associate. At present, one admin and the receptionist do not report to me nor do any of the other advisors.
Right now, we have an issue that causes me to want to give feedback to someone that is not on my team (the receptionist). In this situation, is that out of line? I feel like if I bring the situation to our manager’s attention, he may want to let this employee go and we are already without one assistant because of an illness...
I would appreciate your advice!